so energy, materials, technology, financials, are the ones you're going to see them sell if they expect the fiscal cliff negotiations to drag on here. what's the message for the market right now? you ready buy yet on this market? >> michael shay is not ready to buy yet. however, i'll tell you it was nice to see that short-term bottom today prior to the white house press conference. it's not as though a whole lot changed. it's been the same message we've got all week. but we got the message in a different setting. we got it at the white house, and we got it after they had met. >> is any deal satisfactory for the market? just get a deal so we get some clarity of how much we're going to pay in taxes, whether it's capital gains or income or whatever it is. any deal. >> no, i don't think any deal. to me, there has to be a deal that actually finally makes sense. >> gary? >> you want to buy some drug stocks. they were not in the group that it lost, as you just -- >> health care was damaged less this week. everybody was down this week, but health care was damaged less. >> johnson & johnson, the